Client Onboarding Toolkit

Because let’s be real, you’re sick of…

• Experiencing the post-sale woes, because you’re overwhelmed by just the thought of onboarding your new client.
  
• Writing the same welcome email over and over, without it getting any easier.
  
• Chasing clients for documents and answers to questions, just so your team can start working on their project. 
  
• Letting your clients walk all over you, and blaming your “people-pleasing” tendencies. (psst: it’s probably a boundary-setting problem)
  
• Telling yourself, “If I just had a better client onboarding package”, but not knowing where to even start. 

Called out? Stick with me. I know you’re looking for an easier way. What if instead… 

• You had a guide filled with frameworks, templates, and prompts to walk you through creating your stress-free onboarding process. 
  
• You knew how to set boundaries and expectations without feeling icky. 
  
• Your clients were already telling their IG followers how amazing it is to work with you. Yep — before you’ve even started! (hello referrals!)
  
• You could onboard your new clients in a matter of minutes. 

Good news. You can. Keep scrolling.

Introducing: The Client Onboarding Toolkit

This comprehensive toolkit with onboarding package workbook, email samples, questionnaire guide, and fully-customizable design templates makes setting up an elevated client onboarding process, in a matter of hours, a reality. Then, instead of spending days onboarding new clients (or avoiding it altogether), you’ll have a templated process and comprehensive (but stunning) onboarding package that you can rinse and repeat with each client in just a few clicks. 

Inside, you’ll find…

• 9 Sections every onboarding package should have — so you don’t have to wonder, “Have I thought of everything?”

• A Google Doc Workbook, with what, why, points to include, key considerations and sample text for each of the nine sections — because there’s nothing worse than staring at a blank page.
  
• Boundary Setting Guide with 10 boundaries you should be setting in your onboarding process and a guide for writing each one — we promised, no more feeling icky.

• 2 Fully-Customizable Canva Design Templates for your newly crafted onboarding package copy — because you can do better than a Google Doc but don’t need a graphic designer. 

• An Onboarding Questionnaire Framework— so you can collect the valuable information you need, instantly.

• A Welcome Email template — so you can wrap everything together in a pretty bow and be ready to click send.

Why I made this…

Onboarding your new clients is a non-negotiable, but adding hours of “admin” work to your plate each time a client signs up isn’t the way.

Plus, having a process would drastically improve your client experience(hello happier clients!).

You know all this, and you’ve thought about upgrading your onboarding package and templating an email or two. But, if you're honest, DIYing it feels nearly impossible.

Until now.

I made the Client Onboarding Toolkit to give you a better option, with the tools, templates, and tips to elevate and uncomplicate your onboarding process yourself — less staring at a blank screen guaranteed. 

Imagine, you go from…

A disorganized onboarding process that changes with your mood (and capacity) → A streamlined process that consistently delights your clients

Endless hours of onboarding clients → Copy, paste, send

The same client questions and never-ending requests → Clear boundaries and answers to questions before clients even think of them

Nervousness about working with a new client → Confidence you’re putting your best foot forward

I genuinely want this for you, and I think you know the difference it’ll make. So, grab the Client Onboarding Toolkit today, and let’s create your irresistible (but easy) client onboarding process. 

"If you want to level up your client onboarding experience and have no idea where to start, the Client Onboarding Toolkit is for you. This easy step by step toolkit will leave you with a beautiful document and organized process to send to your clients in just over a few hours!"   — Jennifer, CPA & Owner - EJK Professional Services

"Ashley, you thought of it all! I needed this YEARS ago! This truly is so amazing and I cannot wait to use this all when we onboard our next client!!"   — Amber, CEO - Salt & Light Social Media